Whitepaper

The Ultimate Guide to AI for Auditors

Auditing October 14, 2025 

The Ultimate Guide to AI for Auditors

Artificial intelligence is becoming an integral part of modern audit practices. As new tools emerge, understanding how to evaluate them effectively is essential. The Ultimate Guide to AI for Auditors provides a practical framework to help audit professionals, firm leaders, and teams make informed decisions about adopting AI.

Adding Value Conversation Sage 2018 5bc7740fc8b90

December 11, 2018 

Adding Value to the Conversation – Free Whitepaper

Unlike the traditional model of charging clients by the hour, value-based pricing sets prices based primarily on the value of the service you’re providing to your clients. It’s becoming an increasingly popular way to improve profitability, because you ...

Tenenz Mostad 2 5bd77785a142b

October 29, 2018 

Getting Started With Social Media

Promoting your tax and accounting firm digitally can be daunting, which is why we produced this free white paper.  Use this white paper as a step by step guide for launching your social media and refer to it as you make stragety adjustments each fiscal year. 

Mostad whitepaper 5bd7773e4b2eb

October 29, 2018 

7 Easy Digital Marketing Ideas for Small Tax Firms to Grow their Online Presence

Learning and optimizing digital marketing techniques can be intimidating for small tax and accounting firms which is why we produced this free whitepaper. Get this free whitepaper, 7 Easy Digital Marketing Ideas for Small Tax Firms to Grow their Online Presence, to learn how solo and small tax & accounting firms can easily start growing...…

Docit Common Challenges Whitepaper 5b0737292f600

July 24, 2018 

Resolve 3 Common Challenges in the Accounting & Tax Profession

For three consecutive years accounting and tax professionals have identified workflow and efficiency as a leading challenge for their firms. Read the white paper to learn why forward-thinking practitioners are increasingly adopting workflow software.

Sage Cloud Cover 582f299c65bf4

November 18, 2016 

The Cloud and How It Can Benefit Your Firm

Accountants and bookkeepers have something very important in common with the rest of the world. These professionals now rely on the cloud as one of the most valuable technologies at their disposal.

Rivio Whitepaper Cover 5823dca489d67

November 10, 2016 

Addressing the Need for a Private Company Clearinghouse

Reliable financial information is one of the foundations of capital markets. Emerging trends and market demands suggest the current process in the United States of exchanging private company financial information between CPA firms, clients, banks and investors is not working and needs to be dramatically improved. Unlike the case with public companies, whose key data...…

Blackbaud Whitepaper Nonprofit Software 57c48d90a2947

August 29, 2016 

Why Nonprofits Need Nonprofit Accounting Software

Nonprofit organizations rise and fall on their reputations. Increased requests for transparency and accountability in financial reporting coupled with donor demand that contributions be used as intended has nonprofit financial managers reviewing their ...

QB Pro Consulting 57aa03a778759 1  57b222a943bbd

August 15, 2016 

The Essential Cloud Partner for Client Migration

Cloud has become a primary component in the evolution of information technology, especially when considering online accounting. Quantifiable benefits like resource utilization, agility, and lower costs have encouraged initial adoption.